Trading Units and Trading Unit Numbers
In this section, trading units are set up on an item and then used with the trading unit number functionality.
Trading Unit – Item Setup
To set up an item with trading units, define a new base unit of measure on the Item Card.
When entering a trading unit, a different quantity per unit of measure can be defined. For example, a 10 L trading unit contains 10 liters.
Trading Units and Trading Unit Numbers – Warehouse Entry
When adding an item using the trading unit number administration, you can assign different trading unit numbers if you have selected the item tracking for that item.
The Item Journal is used to explain this process. In the Item Journal, the trading units are entered. Open the Item Tracking Lines page to enter single trading unit numbers either manually or automatically.
To automatically assign trading unit numbers, choose the Assign Lot/Trading Unit No. action on the Process menu.
The fields on the Assign Lot/Trading Unit page are described in the following table.
|Undefined Quantity||Indicates the quantity that corresponds to the value in the Qty to Handle field on the source document.|
|Lots||Indicates the number of lots to be assigned to item tracking lines. If you enter a value higher than 1, then the Undefined Quantity will be split into equal quantities for each individual lot.|
|Quantity per Lot||Indicates the calculated quantity based on Undefined Quantity / Lots.|
|Lot No.||Indicates the individual number series used to create the Lot Number Trading Unit.|
|Use Lot No. Series||Determines if the Lot No. Series from setup will be used. The Lot No. field will be updated by this setting.|
|Trading units||Specifies how many Tradings Units need to be created for the lots.|
|Quantity Allocation||Determines how to allocate quantities for trading units. The options are Same Quantity and Breakbulk.
For more information, see Choose breakbulk quantity allocation.
|Quantity per Trading Unit||Indicates the calculated quantity based on Undefined Quantity / Lots / Trading units.|
|Start Trading Unit No.||Indicates the number that will be used to start numbering the trading units. This value can be transferred from a default value in the Inventory Setup page but can be changed as needed.|
Manually or automatically assign number of lots and lot numbers
The number of lots and the lot number can be assigned manually or automatically depending on the number of lots that need to be created:
- For manual assignment:
- If only one lot needs to be created, specify a value in the Lot No. field for the lot number. The Lots field is set to 1.
- If more than one lot needs to be created, then enter the number in the Lots field and leave the Lot No. field empty (the number series will be used).
- For automatic assignment, the Use Lot No. Series field can be used with the Lots field to auto-populate the Lot No. field with a value from the Lot No. series assigned to the item.
- If turned on, the Lots field is automatically set to 1 and the Lot No. field displays the next value from the number series.
- If turned on and a value greater than 1 is entered in the Lots field, a message opens stating that the lot number will be deleted.
Accepting the message clears the Lot No. field and the lot numbers from the number series (for example, Lot1, Lot2, etc.) are automatically assigned upon closing the Assign Lot/Trading Unit page.
The number of trading units per lot and the starting number may be assigned manually.
Choose breakbulk quantity allocation
You can also define a breakbulk quantity allocation in the Assign Lot/Trading Unit page. In the Quantity Allocation field, select Breakbulk and then in the Quantity per Trading Unit field, enter the quantity that each trading unit should have.
You receive 900 kg of an item and need record them as five trading units. Instead of using the standard function (with Quantity Allocation = Same Quantity), which splits the quantity equally between the five batches (and, therefore, 180 in each), you need each trading unit to have 200 kg and the remaining quantity to go to the last trading unit. Therefore, you select Breakbulk in the Quantity Allocation field and enter 200 in the Quantity per Trading Unit field. The result is trading units 1-4 have 200 kg and trading unit 5 has 100 kg.
Inventory by Trading Unit
When inventory has been entered for an item that is used in a trading unit, the total quantity in the base unit of measure is displayed in the Quantity on Hand field on the Item Card.
Items by Trading Unit
On the Item Card, choose the Item by Trading Unit No. action on the Related menu to open a list of trading units structured into locations and lots.
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